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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Stanley Druckenmiller (Duquesne)
  • Overview
  • Portfolio58
  • Performance40Q
  • Options4
  • Activity2.3k
  • News
Family Office · CIK 0001536411

Stanley Druckenmiller

Duquesne
Share
  • Healthcare Specialist
  • Mid-Size Fund

Stanley Druckenmiller runs Duquesne, a family office overseeing $4.22B in disclosed equity holdings (SEC CIK 0001536411). The latest portfolio (2025Q4) discloses 58 positions across 9 sectors, with the largest positions in NTRA, XLF and INSM. On a mark-to-market basis the tracked portfolio has returned 57.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Stanley's filingsView holdings↓
Portfolio
$4.22B
Positions
58
Quarter
2025Q4
Filings tracked
40
1Y+57.4%Since filing+185.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q1
48 positions
1
CPNGCOUPANG INC
Consumer Cyclical·Internet Retail
13.10%
of portfolio
Number of shares
20,283,765 sh
Holdings current value
$302.38M
Avg closing price
$30.64
-29.7%
Last action
Added 11.8%
2025Q4
Current $21.55
2
NVDANVIDIA CORPORATION
Technology·Semiconductors
9.53%
of portfolio
Number of shares
791,475 sh
Holdings current value
$219.85M
Avg closing price
$196.01
+2.9%
Last action
Exited
2024Q3
Current $201.68
3
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
9.11%
of portfolio
Number of shares
729,040 sh
Holdings current value
$210.18M
Avg closing price
$452.89
-6.6%
Last action
Exited
2025Q3
Current $422.79
4
LLYLILLY ELI & CO
Healthcare·Drug Manufacturers - General
9.02%
of portfolio
Number of shares
606,210 sh
Holdings current value
$208.19M
Avg closing price
$524.25
+76.8%
Last action
Exited
2025Q3
Current $927.03
5
LWLAMB WESTON HLDGS INC
Consumer Defensive·Packaged Foods
8.96%
of portfolio
Number of shares
1,978,810 sh
Holdings current value
$206.82M
Avg closing price
$87.31
-48.7%
Last action
Exited
2024Q1
Current $44.82
6
TECKTECK RESOURCES LTD
Basic Materials·Other Industrial Metals & Mining
5.12%
of portfolio
Number of shares
3,235,347 sh
Holdings current value
$118.08M
Avg closing price
$37.58
+58.0%
Last action
Exited
2025Q2
Current $59.38
7
KBRKBR INC
Industrials·Engineering & Construction
4.29%
of portfolio
Number of shares
1,799,644 sh
Holdings current value
$99.07M
Avg closing price
$50.38
-27.7%
Last action
Exited
2024Q2
Current $36.42
8
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
4.09%
of portfolio
Number of shares
474,500 sh
Holdings current value
$94.37M
Avg closing price
$179.72
-1.8%
Last action
Exited
2025Q1
Current $176.46
9
GOOGLALPHABET INC
Communication Services·Internet Content & Information
3.95%
of portfolio
Number of shares
877,720 sh
Holdings current value
$91.05M
Avg closing price
$316.52
+7.9%
Last action
Added 47.5%
2025Q4
Current $341.68
10
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.62%
of portfolio
Number of shares
807,975 sh
Holdings current value
$83.46M
Avg closing price
$226.61
+10.6%
Last action
Added 59.3%
2025Q4
Current $250.56
11
TMUST-MOBILE US INC
Communication Services·Telecom Services
3.13%
of portfolio
Number of shares
498,204 sh
Holdings current value
$72.16M
Avg closing price
$125.64
+57.3%
Last action
Exited
2023Q4
Current $197.67
12
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
2.33%
of portfolio
Number of shares
578,590 sh
Holdings current value
$53.82M
Avg closing price
$175.46
+111.2%
Last action
Trimmed 27.7%
2025Q4
Current $370.50
13
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
2.20%
of portfolio
Number of shares
239,615 sh
Holdings current value
$50.78M
Avg closing price
$269.13
+155.8%
Last action
Exited
2025Q4
Current $688.55
14
NTRANATERA INC
Healthcare·Diagnostics & Research
2.15%
of portfolio
Number of shares
893,030 sh
Holdings current value
$49.58M
Avg closing price
$98.78
+111.0%
Last action
Trimmed 44.1%
2025Q4
Current $208.40
15
NWSANEWS CORP NEW
Communication Services·Entertainment
2.06%
of portfolio
Number of shares
2,756,125 sh
Holdings current value
$47.60M
Avg closing price
$18.24
+42.6%
Last action
Exited
2024Q3
Current $26.01
16
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
1.58%
of portfolio
Number of shares
223,500 sh
Holdings current value
$36.47M
Avg closing price
$152.29
+20.8%
Last action
Exited
2024Q1
Current $183.99
17
FCXFREEPORT-MCMORAN INC
Basic Materials·Copper
1.48%
of portfolio
Number of shares
837,627 sh
Holdings current value
$34.27M
Avg closing price
$37.53
+87.1%
Last action
Exited
2025Q3
Current $70.21
18
AMDADVANCED MICRO DEVICES INC
Technology·Semiconductors
1.40%
of portfolio
Number of shares
329,677 sh
Holdings current value
$32.31M
Avg closing price
$66.93
+315.9%
Last action
Exited
2023Q2
Current $278.39
19
VRTVERTIV HOLDINGS CO
Industrials·Electrical Equipment & Parts
1.26%
of portfolio
Number of shares
2,039,946 sh
Holdings current value
$29.19M
Avg closing price
$24.90
+1134.4%
Last action
Exited
2024Q2
Current $307.34
20
SKAASKECHERS U S A INC
1.11%
of portfolio
Number of shares
540,050 sh
Holdings current value
$25.66M
Avg closing price
$60.43
Last action
Exited
2025Q1
Current —
21
OPCHOPTION CARE HEALTH INC
Healthcare·Medical Care Facilities
1.11%
of portfolio
Number of shares
803,815 sh
Holdings current value
$25.54M
Avg closing price
$30.13
-4.3%
Last action
Added 2161.1%
2025Q4
Current $28.82
22
ILMNILLUMINA INC
Healthcare·Diagnostics & Research
1.10%
of portfolio
Number of shares
109,285 sh
Holdings current value
$25.41M
Avg closing price
$133.12
+1.0%
Last action
Exited
2025Q3
Current $134.50
23
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
1.07%
of portfolio
Number of shares
571,320 sh
Holdings current value
$24.74M
Avg closing price
$59.71
+133.9%
Last action
Exited
2024Q2
Current $139.69
24
ABXBARRICK GOLD CORP
Financial Services·Insurance - Life
0.95%
of portfolio
Number of shares
1,176,875 sh
Holdings current value
$21.86M
Avg closing price
$17.66
-47.6%
Last action
Exited
2024Q1
Current $9.26
25
PANWPALO ALTO NETWORKS INC
Technology·Software - Infrastructure
0.65%
of portfolio
Number of shares
75,235 sh
Holdings current value
$15.03M
Avg closing price
$217.99
-23.0%
Last action
Exited
2025Q1
Current $167.85
26
NWSNEWS CORP NEW
Communication Services·Entertainment
0.46%
of portfolio
Number of shares
613,050 sh
Holdings current value
$10.69M
Avg closing price
$19.20
+56.0%
Last action
Exited
2024Q3
Current $29.96
27
PSXPHILLIPS 66
Energy·Oil & Gas Refining & Marketing
0.44%
of portfolio
Number of shares
100,555 sh
Holdings current value
$10.19M
Avg closing price
$86.17
+81.5%
Last action
Exited
2023Q2
Current $156.37
28
WSCWILLSCOT MOBIL MINI HLDNG CO
Industrials·Rental & Leasing Services
0.44%
of portfolio
Number of shares
215,500 sh
Holdings current value
$10.10M
Avg closing price
$40.46
-50.0%
Last action
Exited
2023Q2
Current $20.23
29
ARCH1USDARCH RESOURCES INC
0.43%
of portfolio
Number of shares
75,665 sh
Holdings current value
$9.95M
Avg closing price
$118.60
Last action
Exited
2023Q2
Current —
30
46583P102IVERIC BIO INC
0.42%
of portfolio
Number of shares
400,000 sh
Holdings current value
$9.73M
Avg closing price
$24.33
Last action
Exited
2023Q2
Current —
31
RXRXRECURSION PHARMACEUTICALS IN
Healthcare·Biotechnology
0.40%
of portfolio
Number of shares
1,385,950 sh
Holdings current value
$9.26M
Avg closing price
$12.93
-70.8%
Last action
Exited
2024Q1
Current $3.78
32
HUBSHUBSPOT INC
Technology·Software - Application
0.38%
of portfolio
Number of shares
20,300 sh
Holdings current value
$8.70M
Avg closing price
$428.77
-48.1%
Last action
Exited
2023Q2
Current $222.49
33
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.30%
of portfolio
Number of shares
646,500 sh
Holdings current value
$6.85M
Avg closing price
$11.02
+125.6%
Last action
Exited
2024Q1
Current $24.86
34
PLTRPALANTIR TECHNOLOGIES INC
Technology·Software - Infrastructure
0.26%
of portfolio
Number of shares
700,707 sh
Holdings current value
$5.92M
Avg closing price
$17.25
+748.5%
Last action
Exited
2025Q1
Current $146.39
35
TOSTTOAST INC
Technology·Software - Infrastructure
0.25%
of portfolio
Number of shares
327,700 sh
Holdings current value
$5.82M
Avg closing price
$17.75
+63.8%
Last action
Exited
2023Q2
Current $29.08
36
FXIISHARES TRETF
0.23%
of portfolio
Number of shares
183,410 sh
Holdings current value
$5.42M
Avg closing price
$29.53
+27.3%
Last action
Exited
2023Q2
Current $37.60
37
G4701H109IHS HOLDING LIMITED
0.23%
of portfolio
Number of shares
771,096 sh
Holdings current value
$5.40M
Avg closing price
$11.28
Last action
Exited
2024Q4
Current —
38
ANETEURARISTA NETWORKS INC
0.23%
of portfolio
Number of shares
32,000 sh
Holdings current value
$5.37M
Avg closing price
$244.51
Last action
Exited
2024Q3
Current —
39
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.23%
of portfolio
Number of shares
50,915 sh
Holdings current value
$5.20M
Avg closing price
$107.75
+30.9%
Last action
Exited
2023Q4
Current $141.01
40
ABCLABCELLERA BIOLOGICS INC
Healthcare·Biotechnology
0.22%
of portfolio
Number of shares
659,750 sh
Holdings current value
$4.97M
Avg closing price
$40.24
-90.0%
Last action
Exited
2024Q1
Current $4.01
41
BNTXBIONTECH SEADR
Healthcare·Biotechnology
0.21%
of portfolio
Number of shares
38,800 sh
Holdings current value
$4.83M
Avg closing price
$66.74
+54.2%
Last action
Exited
2023Q2
Current $102.92
42
MRNAMODERNA INC
Healthcare·Biotechnology
0.15%
of portfolio
Number of shares
22,154 sh
Holdings current value
$3.40M
Avg closing price
$243.03
-77.9%
Last action
Exited
2023Q2
Current $53.72
43
OPENOPENDOOR TECHNOLOGIES INC
Real Estate·Real Estate Services
0.12%
of portfolio
Number of shares
1,538,085 sh
Holdings current value
$2.71M
Avg closing price
$4.85
+9.0%
Last action
Exited
2023Q4
Current $5.29
44
CCCCCC INTELLIGENT SOLUTIONS HL
Technology·Software - Application
0.11%
of portfolio
Number of shares
281,879 sh
Holdings current value
$2.53M
Avg closing price
$9.10
-38.1%
Last action
Exited
2025Q3
Current $5.64
45
ACADACADIA PHARMACEUTICALS INC
Healthcare·Biotechnology
0.06%
of portfolio
Number of shares
74,400 sh
Holdings current value
$1.40M
Avg closing price
$16.61
+33.5%
Last action
Exited
2023Q3
Current $22.17
46
COMPCOMPASS INC
Real Estate·Real Estate Services
0.06%
of portfolio
Number of shares
399,100 sh
Holdings current value
$1.29M
Avg closing price
$9.09
-10.5%
Last action
Exited
2023Q4
Current $8.14
47
SNSEEURSENSEI BIOTHERAPEUTICS INC
0.01%
of portfolio
Number of shares
100,000 sh
Holdings current value
$150.0K
Avg closing price
$10.52
Last action
Exited
2024Q1
Current —
48
G65163100JOBY AVIATION INC
0.00%
of portfolio
Number of shares
11,246 sh
Holdings current value
$38.0K
Avg closing price
$6.18
Last action
Exited
2025Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CPNG
13.10% · +44.6%
NVDA
9.53% · -27.4%
MSFT
9.11% · +46.6%
LLY
9.02% · +169.9%
LW
8.96% · -57.1%
TECK
5.12% · +62.7%
KBR
4.29% · -33.8%
IQV
4.09% · -11.3%
GOOGL
3.95% · +229.4%
AMZN
3.62% · +142.6%
TMUS
3.13% · +36.5%
TSM
2.33% · +298.3%
META
2.20% · +224.9%
NTRA
2.15% · +275.4%
NWSA
2.06% · +50.6%
CVX
1.58% · +12.8%
FCX
1.48% · +71.6%
AMD
1.40% · +184.0%
VRT
1.26% · +2047.7%
SKAA
1.11%
OPCH
1.11% · -9.3%
ILMN
1.10% · -42.2%
MRVL
1.07% · +222.6%
ABX
0.95% · -50.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology10 pos$578.9M25.8%
  • Healthcare11 pos$433.8M19.3%
  • Consumer Cyclical3 pos$391.0M17.4%
  • Communication Services5 pos$272.3M12.1%
  • Consumer Defensive1 pos$206.8M9.2%
  • Basic Materials2 pos$152.3M6.8%
  • Industrials3 pos$138.4M6.2%
  • Energy2 pos$46.7M2.1%
  • Financial Services1 pos$21.9M1.0%
  • Real Estate2 pos$4.0M0.2%
(2.7% unclassified, excluded from %)